How it works

Upload a disorganized set of financial documents and receive a clean, indexed, searchable package.

File Clarity is a document organizer — not accounting software, a ledger, a tax-filing product, or a permanent vault. Automation is assistive; you remain the reviewer.

  1. Step 1

    Upload a messy set

    Drop PDFs and images into a project. Originals stay private and are never modified.

  2. Step 2

    Automatic identification

    Each file is classified and key fields are proposed — type, issuer, dates, amounts, and more — with confidence indicators.

  3. Step 3

    Review what matters

    Approve, correct, or reject suggestions. Duplicates and missing information are flagged, not auto-merged or deleted.

  4. Step 4

    Download the package

    Get consistent filenames, a folder layout, and an index (CSV/Excel/PDF) ready to hand off.

Scanned PDFs and images are read with multimodal AI (vision). There is no separate OCR vendor; readability limits apply. See supported documents and security.

Ready to organize a set?

Create a project, upload files, and download your first indexed package.

Start organizing